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Am I able to define retention at the level of a folder instead of the category in my File Plan?

thamilanga
Champ on-the-rise
Champ on-the-rise

Am I able to define retention at the level of a folder instead of the category in my File Plan? I have records within the same category but with different retention.

1 REPLY 1

davidcognite
Star Contributor
Star Contributor

Disposition schedules can only be applied to categories, but a category can have category below it, so if you wanted a single top level category to contain records subjected to different schedules, then you could model that as:

-Top Category

  - sub category 1 <- disposition schedule here

     - folder 1

  - sub category 2 <- different schedule here

     - folder 2